2026-07-13T10:48:27-07:00 2025-12-31 411402644 BRAGSTAD & BRAGSTAD LTD 6200 SHINGLE CREEK PKWY STE 340 MINNEAPOLIS MN 55430 990PF 2025-01-01 411857933 THE FRANK & TOBY BERMAN FAMILY FOUNDATION FRAN 6127705239 12700 SHERWOOD PLACE HOPKINS MN 55305 FRANK BERMAN Director 2026-07-13 true Claude Bragstad P01020011 7635666750 X 2025 2025-03-06 01:10:19Z X 695808 X 1800 X 19 19 13860 13860 6944 47363 6944 22623 20823 1800 1800 6837 6837 525 9162 8637 0 30500 30500 39662 8637 30500 -17039 12186 8000 2197 2197 16804 20756 20756 25622 103085 309930 423449 672855 463441 446402 695808 0 X 463441 446402 463441 446402 463441 446402 463441 -17039 446402 446402 212 ISHARES TR CORE US AGGBD ET P 2017-06-29 2025-05-06 20703 23241 -2538 -2538 3 VANGUARD INDEX FUNDS S&P 500 ETF P 2017-06-29 2025-01-08 1620 666 954 954 100 ISHS CORE US AGGR BD P 2017-06-29 2025-11-20 10021 10963 -942 -942 25 VNGRD S&P 500 P 2017-06-29 2025-11-20 15019 5549 9470 9470 6944 169 169 169 169 0 false false false false false false false true true true false false false false true N/A FRANK BERMAN 6127705239 12700 SHERWOOD PLACE 103 HOPKINS MN 55305 false false false false false false false false false false false false false false false false false false false false false false FRANK BERMAN 12700 SHERWOOD PLACE HOPKINS MN 55305 Director 5.00 0 TOBY BERMAN 12700 SHERWOOD PLACE HOPKINS MN 55305 Director 0.00 0 NONE NONE 640989 0 0 640989 0 640989 9615 631374 31569 31569 169 169 31400 31400 31400 30500 30500 31400 25790 30500 25790 0 4710 26690 X FRANK AND TOBY BERMAN FAMILY FOUNDA 12700 SHERWOOD PLACE 103 HOPKINS MN 55305 6127705239 ELECTRONIC NA ISRAEL 2323 FREMONT AVE S MINNEAPOLIS MN 55405 NONE PC GENERAL OPERATING SUPPORT 5400 JEWISH FED OF PALM SPRINGS DESERT A 69710 HWY 11 RANCHO MIRAGE CA 92270 NONE PC GENERAL OPERATING SUPPORT 5000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC GENERAL OPERATING SUPPORT 1800 MAYO CLINIC 200 FIRST ST SOUTHWEST ROCHESTER MN 55905 NONE PC GENERAL OPERATING SUPPORT 12000 SHOLOM ALLIENCE 740 KAY AVE ST PAUL MN 55102 NONE PC GENERAL OPERATION SUPPORT 500 MCCALLUM FOUNDATION 134 Middie st LOWELL MA 01852 NONE PC GENERAL OPERATION SUPPORT 1000 EISINHOWER HEALTH AND HOSPITAL 39000 Bob Hope Dr Rancho Mirage CA 92270 NONE PC GENERAL OPERATON SUPPORT 2500 MINNEAPOLIS JEWISH FEDERATION 4330 CEDAR LAKE ROAD MINNEAPOLIS MN 55416 NONE PC OPERATIONS 500 HAE EL CONGREGATION 5225 BARRY ST W ST LOUIS PARK MN 55416 NONE PC GENERAL OPERATIONS 800 U OF MN RAMIN FUND 420 DELEWARE ST MINNEAPOLIS MN 55455 NONE PF general operations 1000 30500 19 13860 6944 20823 20823 false false false false false false false false false false accountign fees 1800 1800 0 0 ISHARES TR CORE S&P SCP ETC AT COST VANGAURD INDEX FUNDS S&P 500 ETF SHS NEW AT COST 129565 306667 VANGUARD MID-CAP ETF AT COST IJR ISH CORE OP SM CAP AT COST 18423 29444 MTUM I SH MSCI USA AT COST 25622 37296 VG VANQUARD MID CAP ETF AT COST 31697 37729 ISHARES TR CORE S&P MCP ETF AT COST LJH ISHARES CORE SP MID CAP ETF AT COST 36243 52932 ISHARES TR CORE MSCI EAFE AT COST 49385 71210 ISHARES INCORPORATEC CORE MSCI EMKT AT COST 23290 31728 ISHAERS TR MSCI USA MIN VOL AT COST ISHARES TR 7-10 YR TRSY BD AT COST 40343 39329 AGG ISHARES AT COST 68881 66520 INVESTMENT FEES 6837 6837 0 0 FOREIGN TAXES 96 TAXES 429